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How to become a Financial & Investment Advisor in India

Ankit Agrawal - Thursday 8th September 2022

Career in  Financial Advisor

Career in Financial Planning

 Do you like saving money and investing it? Would you like to manage the money of another person? If yes, you should become a financial advisor.

A financial advisor provides specialised investment recommendations to indivisuals or corporate. They help clients to achieve their financial goals through investment in financial instruments like stocks, mutual funds, Fixed deposits etc. Investment advisor manages the client assets. They mostly work in Banks, Non-banking financial companies (NBFC) or prefer to work independently.

What are the roles and responsibilities for Financial Advisor?

  • Investment advisor considers the client's long- and short-term goals, income and expenses to give the most accurate advice.
  • Investment advisor recommends the most appropriate financial products and services to the client. 
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Analyzing information and preparing plans best suited to individual clients' requirements.
  • Completing risk analyses.
  • Researching the marketplace and providing clients with information on new and existing products and services.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients changing needs and financial circumstances.
  • Promoting and selling financial products to meet given or negotiated sales targets.
  • Producing financial reports.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.

How to Become a Financial Advisor in India?

There are 4 ways to become a Financial Advisor in India

Career Path 1

Student can do 12 (Commerce or Maths). Then complete BBA. Further you can Proceed with MBA -Finance. Further you can Proceed with Certificate in CFP (Certified Financial Planner).

Career Path 2

Student can do 12 (Commerce Stream). Then complete Bachelors in Finance. Further you can Proceed with CA /CFP/CFA.

Career Path 3

Student can do 12th any stream. Then complete Bachelors in any stream. Further you can Proceed with AMFI/ LIC Agent Certification.

Career Path 4

Student can do 12th any stream. Then complete Bachelors in any stream. Further you can Proceed with Pursue NSE or NCFM Certificate.

What are the key skills required for Financial Advisor?

  • Portfolio Management
  • Investment Management
  • Equity Management
  • Financial Analysis
  • Customer Relationship Management
Should I become a Financial Advisor
Check your career fit for Financial Advisor in 35 Min

What are the career opportunities in Financial Advisor?

  • Equity Trader
  • Financial Manager
  • Financial Planner
  • Financial Services Sales Agent
  • Fund Manager
  • Investment Banker
  • Market Research Analyst
  • Mutual Fund Manager
  • Personal Financial Advisor
  • Risk Manager
  • Securities Director
  • Securities/Commodities Sales Agent
  • Stockbroker
  • Tax Examiner/Revenue Agent
  • Wealth Manager
  • Personal Financial Advisor

What is the salary and demand for Financial Advisor?

  • Demand is High for Financial Advisor.
  • Salary levels are High for Financial Advisor. For fresher average salary is more than 5 Lacs.
  • Fees levels of the course is Medium. To pursue this course student need to spend 3 to 4 Lakhs.
  • Level of preparation for Financial Advisor is Medium. Students spend 1 Year. to prepare for entrance test of Financial Advisor.

1 Fees
2 Demand
3 Salary
4 Level Of Preparation

Career Videos for Financial Advisor as a career curated from Youtube

Is career in Financial Advisor good choice for me?

Should I become a Financial Advisor? not sure. Take 20 Min free career test to find out are you fit for career in Financial Advisor.Check career suitability for Financial Advisor

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